(All have been begun; most are already completed.)
Acquisitions / Serials
- Complete / close long standing open orders (monograph, serials, and standing) that no longer represent an actual open order
- Move orders / budget transactions out or retired sub-libraries
- Expand Collection Development policy to include removal of materials that a library no longer holds
- Correct Expected Issues / Serials Patterns for discontinued subscriptions
- Removal of unused Vendors
Cataloging
- Review and correct Temp locations where needed
- Correct Public notes on 856 & 852 records
- Correct duplicate barcodes
- Review collection code in Aleph tables compared to DB
- Identify local fields that need preparation for preservation. [$9 LOCAL]
- Correct OWN codes which are incorrect, including not matching Holdings OWN field
- Correct STA fields
- Add sub-libraries and collection codes to all items
- Fix UNKWN collection codes
- Review existing collection code structure
- Repair holdings in invalid / retired collection codes
- Consolidate Sub-Libraries
- Move remaining holdings out of retired sub-libraries
- Remove duplicate holdings
- Remove holdings without items
- Bibs missing item / holdings records
- Prepare to print to electronic record conversion
- Link items with holdings
- Correct items without Holdings records
- Item Loc and Sub-library must match 852 $b & $c
- Review handling of Electronic Government documents
- partial batch correction for 852 indicator for call number type
- Clarify how to best handle the way that "Bound with" and Analytics records translate in a migration
- OCLC Reclamation
Circulation
- Review existing Circulation policies
- Remove credits on patron accounts
- Remove long expired patrons with small remaining charges
- Remove expired patrons
- Complete Inventory of Reserves and correct listings in cataloguing
- Remove inactive Course Reserves items & courses
General (across areas of the library)
- Correct Bibliographic records suppressed for a variety of reasons (including adding items / holdings)
- Inventory of Suppressed records to evaluate for campus preferred clean up solution
- Aleph Item Status / Collection – Policy Sync
- Correct Item Process Status as needed
- Develop local storage of essential reporting
- Move FROM loading of electronic records into the catalog TO expanded use of PCI & SFX
- Replace Item Process Statuses with alternative approaches as needed
